Greg Roberts

Financial Advisor, Roberts Pro Wealth

Description: Learn from your peers in this session where advisors share how their collaborative partnership with IPC Private Wealth has led them to success in the high-net-worth market and deliver more comprehensive wealth solutions to their clients. 

Get first-hand stories and insights on how they captured a share of the valuable high net worth market and experienced new business growth by expanding their capacity of expertise to compete with the big players in this space and confidently serve their clients with tailored solutions and foster deeper client relationships. Don't miss this opportunity to be inspired by your peers in this interactive and engaging session.